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Harbour Investments’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Harbour Investments’s Portfolio UMAR Stock Details UMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.6K Sell
369
-1
-0.3% -$42 ﹤0.01% 3104
2026
Q1 		$14.7K Hold
370
– – ﹤0.01% 3068
2025
Q4 		$14.8K Sell
370
-2,169
-85% -$85.4K ﹤0.01% 2561
2025
Q3 		$99K Hold
2,539
– – ﹤0.01% 1578
2025
Q2 		$95.5K Hold
2,539
– – ﹤0.01% 1528
2025
Q1 		$90.3K Buy
2,539
+903
+55% +$32.6K ﹤0.01% 1483
2024
Q4 		$58.4K Sell
1,636
-69
-4% -$2.44K ﹤0.01% 1627
2024
Q3 		$59.5K Hold
1,705
– – ﹤0.01% 1576
2024
Q2 		$57.4K Buy
1,705
+408
+31% +$13.4K ﹤0.01% 1498
2024
Q1 		$42.4K Buy
1,297
+572
+79% +$18.3K ﹤0.01% 1607
2023
Q4 		$22.9K Hold
725
– – ﹤0.01% 1818
2023
Q3 		$21.6K Hold
725
– – ﹤0.01% 1714
2023
Q2 		$21.8K Hold
725
– – ﹤0.01% 1731
2023
Q1 		$20.8K Buy
725
+369
+104% +$10.4K ﹤0.01% 1728
2022
Q4 		$10K Buy
356
+355
+35,500% +$10K ﹤0.01% 1948
2022
Q3 		$0 Hold
1
– – ﹤0.01% 2832
2022
Q2 		$0 Buy
+1
New +$29 ﹤0.01% 2832

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbour Investments's UMAR Position: Q2 2026 in Review

Harbour Investments reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 0.27% in Q2 2026, selling an estimated $42 and leaving 369 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3104.

Harbour Investments first reported a position in UMAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $99K in Q3 2025. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Harbour Investments held 369 shares of Innovator US Equity Ultra Buffer ETF March worth $15.6K as of Q2 2026.
  • Harbour Investments sold 1 Innovator US Equity Ultra Buffer ETF March share in Q2 2026, an estimated $42.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3104 holding.
  • Harbour Investments first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2022 and has held it in 17 quarters since.
  • Harbour Investments's Innovator US Equity Ultra Buffer ETF March position peaked at $99K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.